See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,994 | $32,117-31.5% | $71,086-69.1% | $64,186-65.7% |
| Participation rate | 47.6% | 42.7%+4.9pp | 54.7%-7.0pp | 69.6%-21.9pp |
| Annual return | -6.07% | -5.57%-0.5pp | 650.59%-656.7pp | 7.63%-13.7pp |
| Employer contribution / active EE | $623 | $712-12.5% | $1,088-42.7% | $2,381-73.8% |
| Participant deferral / active EE | $1,468 | $1,263+16.2% | $1,874-21.7% | $3,470-57.7% |
| Admin fee / account holder | $14 | $2,759-99.5% | $3,082-99.5% | $4,888-99.7% |